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Home
Annuities
What is an Annuity?
Fixed Annuities
Fixed Indexed Annuities
CD Annuities
Income Rider
Income Calculator
Insurance
Term Life Insurance
Indexed
Universal Life Insurance
Long-Term Care
Life Insurance with Long Term Care Rider
Estate Planning
Revocable Living Trusts
Irrevocable Trusts
Special Needs Trusts
Life Insurance Trusts
Trust Amendments
Trust Restatements
Wills
Codicils
Deeds (Property Transfer)
Beneficiary Deeds
Financial Power of Attorney
Advanced Health Care Directives
Mental Health Care Power of Attorney
Estate Settlement
Tax Planning
Tools
Useful Links
Tax Resources
Glossary
Calculators
Client Intake Form
Contact Us
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Revocable Living Trust Application
Step
1
of
17
5%
Section A:
Client Personal Information
Client 1
Name
*
Date of Birth
*
Email
*
Marital Status
*
Married
Divorced
Widowed
Single
Citizenship
*
US
Other
Client 1 Citizenship Other
Home Phone #
*
Cell Phone Number 1
Cell Phone Number 2
Address
*
Street Address
City
State / Province / Region
ZIP / Postal Code
County
*
Client 2
Name
Date of Birth
Email
Marital Status
Married
Divorced
Widowed
Single
Citizenship
US
Other
Client 2 Citizenship Other
Section B:
Children
Please identify all children, living or deceased, using the following “Parent Codes”:
B
= Natural Child of Both Spouses |
1
= Natural Child of Client 1 |
2
= Natural Child of Client 2
A1
= Adopted by Client 1 |
A2
= Adopted by Client 2 |
DC
= Deceased with Children |
DN
= Deceased with No Children
Child 1
Full Name
Percentage of Estate
Date of Birth
Parent Code
Check All That Apply
B
1
2
A1
A2
DC
DN
Child 2
Full Name
Percentage of Estate
Date of Birth
Parent Code
Check All That Apply
B
1
2
A1
A2
DC
DN
Child 3
Full Name
Percentage of Estate
Date of Birth
Parent Code
Check All That Apply
B
1
2
A1
A2
DC
DN
Child 4
Full Name
Percentage of Estate
Date of Birth
Parent Code
Check All That Apply
B
1
2
A1
A2
DC
DN
Child 5
Full Name
Percentage of Estate
Date of Birth
Parent Code
Check All That Apply
B
1
2
A1
A2
DC
DN
Child 6
Full Name
Percentage of Estate
Date of Birth
Parent Code
Check All That Apply
B
1
2
A1
A2
DC
DN
Child 7
Full Name
Percentage of Estate
Date of Birth
Parent Code
Check All That Apply
B
1
2
A1
A2
DC
DN
Child 8
Full Name
Percentage of Estate
Date of Birth
Parent Code
Check All That Apply
B
1
2
A1
A2
DC
DN
Child 9
Full Name
Percentage of Estate
Date of Birth
Parent Code
Check All That Apply
B
1
2
A1
A2
DC
DN
Handicapped?
Are any of your children or named beneficiaries handicapped or do they receive SSI benefits?
Yes
No
Section C:
Additional Beneficiaries
Please list full names.
Name
Percent of Estate
Name
Percent of Estate
Name
Percent of Estate
Name
Percent of Estate
Section D:
Contingent Beneficiaries
Contingent Beneficiaries
In the event a named beneficiary pre-deceases the distribution of his/her share of my/our estate, I/we want that individual’s share distributed as follows:
Equally among surviving beneficiaries
Spouse of the beneficiary
Per stirpes
Per stirpes, then to/ratably among surviving beneficiary(ies)
Other
Spouse of the Beneficiary Name
Other Contingent Beneficiaries
Section E:
Gifts Prior to Distribution
After you die, but before the distribution of your estate, please list any special gifts you wish to make to individuals, churches or charities. Please use this section for gifts of (a) real estate, (b) cash, or (c) items valued at greater than $12,000.
Individual
Relationship
Gift Description
Individual
Relationship
Gift Description
Individual
Relationship
Gift Description
Section F:
Original Trustee(s)
Typically, you and your spouse serve as the Original Trustees. If so, check both the ‘Client to serve’ and ‘Spouse to serve’ boxes.
Client or Spouse to Serve
*
Client 1 to serve as an Original Trustee and/or
Client 2 to serve as an Original Trustee
Otherwise, select the ‘Individual(s) named below to serve’ box and provide the individual’s name(s) in the space provided.
Individual to Serve
Individual(s) named below to serve as Original Trustee(s) (if other than the original client)
Name
Relationship
Name
Relationship
Section G:
Successor Trustee(s)
These are the people who will manage your assets/property if you are incapacitated, or after you die. Select an individual, or individuals, in whom you have great trust.
Trustees to Serve
*
The Successor Trustees are to serve in order listed
The Successor Trustees are to serve together
Name 1
Home Phone
Work Phone
Address
Street Address
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Name 2
Home Phone
Work Phone
Address
Street Address
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Name 3
Home Phone
Work Phone
Address
Street Address
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Name 4
Home Phone
Work Phone
Address
Street Address
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Section H:
Executors for Pour-Over Will
A Pour-Over Will is part of your Trust Portfolio. Typically, the same individual(s) named as Successor Trustee(s) are chosen, with the exception of naming your spouse as 1st Executor, if you are married.
Exec for Will Server
*
Spouse to serve as
Sole Primary Executor
Alternate Executors to
serve in order listed
Alternate Executors to
serve together
Executors for Client 1
Exec For Client 1 Spouse
Spouse or:
Name
Phone
Name
Phone
Name
Phone
Executors for Client 2
Exec For Client 2 Spouse
Spouse or:
Name
Phone
Name
Phone
Name
Phone
Section I:
Durable Power of Attorney for Asset Management
In the event you become incapacitated, the person(s) you have chosen as Power of Attorney, or “Attorney in Fact,” is to act on your behalf in managing your assets that have not been put into your trust. Your spouse would ordinarily be named as Primary Agent.
The Agent(s) named
*
The Agent(s) named are to serve in order listed
The Agent(s) named are to serve together (jointly)
Power of Attorney for Client 1:
Durable POA Assets Client 1 Spouse
Spouse or:
Name
I or IC
I
IC
Name
I or IC
I
IC
Name
I or IC
I
IC
Power of Attorney for Client 2:
Durable POA Assets Client 2 Spouse
Spouse or:
Name
I or IC
I
IC
Name
I or IC
I
IC
Name
I or IC
I
IC
Section J:
Durable Power of Attorney for Health Care
In the event you become incapacitated, the person(s) you have chosen as Power of Attorney, or “Attorney in Fact,” is to act on your behalf in making health care decisions for you. Your spouse would ordinarily be named as Primary Agent.
The Agent(s) named
*
The Agent(s) named are to serve in order listed
The Agent(s) named are to serve together (jointly)
Power of Attorney for Client 1:
Durable POA Health Client 1 Spouse
Spouse or:
Name
Phone
Name
Phone
Name
Phone
Remains
Cremation
Burial
Power of Attorney for Client 2:
Spouse
Spouse or:
Name
Phone
Name
Phone
Name
Phone
Remains
Cremation
Burial
Section K:
Guardian for Minor or Handicapped Children
If you are the parent or legal guardian of a minor child or other individual, list your choice for Guardian should both you and your spouse die or become incapacitated.
Name of Child/Individual
Guardian Appointee
First Alternate
Name of Child/Individual
Guardian Appointee
First Alternate
Section L:
Separate Property Information
Is there any Separate Property that you wish to remain Separate Property when funded into your Trust and NOT become Community or Marital Property? (Attach written details)
Separate Property
*
Yes
No
Spouse
If Yes, Who is to retain certain Separate Property? (Specifics will be discussed with you by the Attorney)
Husband
Wife
Section M:
Value of Your Estate
In order to help determine the type of trust necessary to provide you the most advantageous tax savings provisions, please indicate the approximate value of your estate (include real estate, savings, investments, personal property and collectibles).
Value
*
Less than $400,000
Between $400,001 and $999,999
Greater than $1,000,000
Section N:
Real Estate and Other Deed Transfers
I/We understand the importance of transferring our assets, including real estate, into my/our Living Trust. I/We accept full responsibility for transferring financial assets to my/our Living Trust. I/We further agree to provide a list of real estate and copies of Trust Deeds and corresponding tax bills for transference into my/our Living Trust. I/We accept any and all tax and/or civil liability that may be incurred as a result of omitting these assets/properties from the protection of this Living Trust.
Total number of in-state deeds to be transferred and recorded (One included, additional $150 each)
Total number of out-of-state deeds to be transferred and recorded
Other (Assignments, Deeds of Trust, Ownership of Closely Held Corporations, Time Shares, Termination of Decedent’s Interest, or Affidavit of Death of Spouse or Joint Tenant)
Physical Address (Property 1)
Enter Street Address Unit # City State and Zip Code.
County
APN#
Value
Physical Address (Property 2)
Enter Street Address Unit # City State and Zip Code.
County
APN#
Value
Section O:
Special Instructions
Untitled
Section P:
Previous Trust or Will Instructions
Untitled
Are there any special provisions or information in your old document that needs to be included in your new document? (Attach Copy)
ACKNOWLEDGMENT:
I/We have read the information on this application and confirm that it is true and correct.
Client 1 Signature
*
Date
*
Client 2 Signature
Date
CAPTCHA
Email
This field is for validation purposes and should be left unchanged.
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